With a staff of five, TaxWise handles more than 500 tax returns every year on top of providing top-notch accounting and bookkeeping services.
Bob Wellman, MBA, said his business’ focus is to help people develop a solid financial plan. The experts at TaxWise offer CPA services (providing financial reports, setting up trusts, corporations and partnerships, etc.), business services (payroll, business valuation, succession planning and more) as well as the sometimes dreaded tax preparation and tax planning.
“We try to take the fear out of filing a tax return,” Wellman said. “We help people plan.”
The staff at TaxWise has high standards and offers personal attention to each client. The firm is known for its high-quality work, making it one of the top firm in the area and a Village Life readers favorite.
TaxWise is located at 3840 El Dorado Hills Blvd., Suite 302, El Dorado Hills.
For more information call (916) 933-6545 or visit taxwise.biz.